A price level refers to a specific price at which an item or service is sold. In WebManager, you can create up to 20 price levels in addition to a base price.
💲€ £ What’s the Base Price?
The base price serves as the foundation for all other price levels. While you can set up multiple price levels, it’s best to create only those necessary for your pricing strategy.
💼 Why Use Price Levels?
Price levels allow you to group customers by pricing tiers. How you label and organise your customers is entirely up to you. Some common examples include:
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Wholesale
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Retail
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Designer
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US Wholesale / CA Wholesale / Euro Wholesale
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US Retail / CA Retail / Euro Retail
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Stocking Dealer
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Top-Volume Clients
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Top 10 Clients
🔹 Note: Each price level can only use one currency.
In WebManager, you’ll set up price level names to help sales reps quickly identify the right option when creating or updating customers. However, in the admin portal and templates, price levels are referenced by number (e.g., Base Price = 0, Price Level 1 = 1, and so on).
⚙️ Setting Up Price Levels
Follow the steps below to configure price levels in WebManager.
Step 1
Log in to WebManager
Step 2
Go to Settings > Global Settings > Price Name Settings
Step 3
Enter the name for the price level and select the appropriate currency
Step 4
Click Save Changes
🔹 Note: Sales reps must log out and log back in to see updates. 🔁
🔹 Note: Open carts tied to old price levels must be deleted and recreated. 🛒
👤 Assigning Price Levels to Customers
Every customer must be assigned a price level. This can be done in two ways:
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✅ Directly in WebManager
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📥 Using the Import Customers Template
When assigning a price level, use the numerical value:
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Base Price = 0
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Price Level 1 = 1
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Price Level 2 = 2, etc.
✅ Assign Price Level in WebManager
Step 1
Go to Customers > Edit Customers
Step 2
Locate the customer, then scroll to the Price Level column
Step 3
Enter the numerical value for the correct price level
💡 Pro-Tip: Drag-and-drop columns to organise your view.
Step 4
Click Save Changes in the top right
Step 5
Click Push Data Live
🚨 Reminder: If a customer’s price level is updated, any open carts tied to the old level must be deleted and recreated to reflect the new pricing.
📥 Assign Price Level via Import Customer Template
This method is ideal for bulk updates.
Step 1
Prepare your customer list:
- Export from WebManager, or
- Fill out the Import Customers Template manually
Download template: WebManager > Manage Data > Download Data Templates
Export customers: WebManager > Manage Data > Export Data > Export Customers
Step 2
Locate the Price Level column and enter the numerical value
💡 Pro-Tip: You can delete unnecessary columns. Keep these:
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Customer Number
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Name
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IsDeleted
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Any fields you're modifying
⚠️ Important: Delete unnecessary columns entirely—don’t just clear their contents. Empty columns can overwrite existing data.
Step 3
Save the file
Step 4
Go to WebManager > Manage Data > Upload Data Sheets
Step 5
Choose Customers from the dropdown
Step 6
Upload the updated file
Step 7
Review the 10-row preview
Step 8
Click My Data Looks Good
Step 9
Push data live to apply changes
🚨 Reminder: As with manual updates, any open carts tied to the old price level must be deleted and re-entered.
📘 Learn more → Customer Template Headers Defined
❓FREQUENTLY ASKED QUESTIONS (FAQS)
Q. What happens if I forget to assign a price level to a customer?
A. Customers without a price level may not receive proper pricing and could encounter checkout issues. Always assign a price level.
Q. Can I rename a price level after it's been created?
A. Yes, you can update price level names in Settings > Global Settings > Price Name Settings—but note that this won’t affect the numerical structure tied to each level.
Q. Can different price levels use different currencies?
A. No, each individual price level can only be set to one currency.
Q. Will customers be able to see their price level?
A. No, price levels are used internally by your team to ensure correct pricing is applied.